OPTIMUM Wealth Management is a financial services company, helping individuals and families make intelligent, long-term financial decisions. We believe every person should have a knowledgeable, passionate partner who advocates for them in all financial decisions! We care deeply about our clients and their families. There are three main reasons to engage OPTIMUM Wealth Management: 1. Comprehensive Financial Planning: Our Certified Financial Planners (CFP's) will create a clear plan to help you to achieve your important financial goals. Our plans are comprehensive, yet comprehensible. 2. Clear Communication: We strive to communicate in effective and efficient manners. We are available when you need us. 3. Complete Objectivity: We provide independent, unbiased plans and recommendations. Our organization and fee structure is designed to minimize conflicts of interest with our clients and we disclose any that might arise. OPTIMUM Wealth Management, a registered investment advisory firm, was founded with the goal of assisting and advocating for our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence. We listen carefully and craft comprehensive, understandable strategies that will address your goals and concerns. As independent advisors, we provide you with unbiased and objective recommendations that we hope will help secure your family's wealth for generations to come. Let us create a comprehensive financial plan for you today that will include: Net Worth compilation Asset Allocation review Investment management 401(k) management Insurance reviews and planning Debt management Cash flow planning Retirement planning Estate planning Student loan consolidation and management Social Security / Medicare planning Contact us at: 314-569-0700 or visit www.optimumwm.com
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